JUSRX vs. PEIYX vs. VTI
JUSRX
PEIYX
VTI
Comparison
Average Return
Top 25 Holdings
| JUSRX - JPMorgan U.S. Equity Fund Class R5 | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 8.80% |
| 2 | AAPL | Apple Inc. | 6.86% |
| 3 | MSFT | Microsoft Corporation | 6.72% |
| 4 | GOOGL | Alphabet Inc. | 5.31% |
| 5 | AMZN | Amazon.com, Inc. | 4.69% |
| 6 | META | Meta Platforms, Inc. | 3.71% |
| 7 | AVGO | Broadcom Inc. | 3.13% |
| 8 | WFC | Wells Fargo & Company | 3.09% |
| 9 | LOW | Lowe's Companies, Inc. | 2.58% |
| 10 | MA | Mastercard Incorporated | 2.51% |
| 11 | BKR | Baker Hughes Company | 2.33% |
| 12 | AXP | American Express Company | 2.30% |
| 13 | DIS | The Walt Disney Company | 2.11% |
| 14 | NEE | NextEra Energy, Inc. | 2.08% |
| 15 | WMT | Walmart Inc. | 2.04% |
| 16 | MCD | McDonald's Corporation | 1.98% |
| 17 | NXPI | NXP Semiconductors N.V. | 1.83% |
| 18 | LLY | Eli Lilly and Company | 1.68% |
| 19 | AJG | Arthur J. Gallagher & Co. | 1.65% |
| 20 | BX | Blackstone Inc. | 1.62% |
| 21 | ABBV | AbbVie Inc. | 1.58% |
| 22 | TSLA | Tesla, Inc. | 1.56% |
| 23 | MDT | Medtronic plc | 1.53% |
| 24 | ORCL | Oracle Corporation | 1.50% |
| 25 | VMC | Vulcan Materials Company | 1.47% |
| View JUSRX holdings | |||
| PEIYX - Putnam Large Cap Value Fund Class Y | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | GOOGL | Alphabet Inc. | 3.65% |
| 2 | C | Citigroup Inc. | 3.62% |
| 3 | CSCO | Cisco Systems, Inc. | 2.99% |
| 4 | XOM | Exxon Mobil Corporation | 2.93% |
| 5 | PM | Philip Morris International Inc. | 2.51% |
| 6 | KO | The Coca-Cola Company | 2.43% |
| 7 | MCK | McKesson Corporation | 2.41% |
| 8 | NEE | NextEra Energy, Inc. | 2.36% |
| 9 | GM | General Motors Company | 2.31% |
| 10 | MSFT | Microsoft Corporation | 2.10% |
| 11 | HON | Honeywell International Inc. | 2.08% |
| 12 | AMZN | Amazon.com, Inc. | 2.03% |
| 13 | BAC | Bank of America Corporation | 2.03% |
| 14 | PHM | PulteGroup, Inc. | 1.95% |
| 15 | FDX | FedEx Corporation | 1.93% |
| 16 | LUV | Southwest Airlines Co. | 1.87% |
| 17 | COF | Capital One Financial Corporation | 1.84% |
| 18 | REGN | Regeneron Pharmaceuticals, Inc. | 1.78% |
| 19 | TMO | Thermo Fisher Scientific Inc. | 1.77% |
| 20 | FCX | Freeport-McMoRan Inc. | 1.75% |
| 21 | RTX | RTX Corporation | 1.63% |
| 22 | PG | The Procter & Gamble Company | 1.62% |
| 23 | WMT | Walmart Inc. | 1.59% |
| 24 | SCHW | The Charles Schwab Corporation | 1.57% |
| 25 | NOC | Northrop Grumman Corporation | 1.56% |
| View PEIYX holdings | |||
| VTI - Vanguard Total Stock Market ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 6.17% |
| 2 | AAPL | Apple Inc. | 5.89% |
| 3 | MSFT | Microsoft Corporation | 4.40% |
| 4 | AMZN | Amazon.com, Inc. | 3.05% |
| 5 | GOOGL | Alphabet Inc. | 2.74% |
| 6 | AVGO | Broadcom Inc. | 2.28% |
| 7 | GOOG | Alphabet Inc. | 2.16% |
| 8 | META | Meta Platforms, Inc. | 2.13% |
| 9 | TSLA | Tesla, Inc. | 1.72% |
| 10 | BRK.B | Berkshire Hathaway Inc. | 1.37% |
| 11 | LLY | Eli Lilly and Company | 1.35% |
| 12 | JPM | JPMorgan Chase & Co. | 1.15% |
| 13 | XOM | Exxon Mobil Corporation | 0.97% |
| 14 | JNJ | Johnson & Johnson | 0.90% |
| 15 | WMT | Walmart Inc. | 0.85% |
| 16 | V | Visa Inc. | 0.80% |
| 17 | MU | Micron Technology, Inc. | 0.70% |
| 18 | COST | Costco Wholesale Corporation | 0.68% |
| 19 | MA | Mastercard Incorporated | 0.63% |
| 20 | ABBV | AbbVie Inc. | 0.62% |
| 21 | NFLX | Netflix, Inc. | 0.62% |
| 22 | PG | The Procter & Gamble Company | 0.59% |
| 23 | HD | The Home Depot, Inc. | 0.57% |
| 24 | CVX | Chevron Corporation | 0.54% |
| 25 | CAT | Caterpillar Inc. | 0.52% |
| View VTI holdings | |||